How To Create Loan Offer Template

Follow these steps to set up a loan offer.

1.  Launch the Loan module
   
2. Click on loan offer setting to set up
3. Then click on "Create a new offer template"
   
4. Upload your company’s letterhead if required
5. Edit the body of the offer letter to your requirement while using the fillers in 3.
6. Use the fillers while editing the body of the letter, as required within the organization.
7. Click on the update offer letter to save this setting.
   

NB: This is the generic offer letter that will be shown to all employees who will apply for loan on the system.